Vest Financial
LLY icon

Vest Financial’s Eli Lilly LLY Stock Holding History

Vest Financial’s Portfolio LLY Stock Details LLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16.3M Sell
14,066
-192
-1% -$227K 0.17% 146
2026
Q2 		$17.1M Buy
14,258
+232
+2% +$237K 0.18% 142
2026
Q1 		$12.9M Buy
14,026
+10,715
+324% +$10.9M 0.15% 143
2025
Q4 		$3.56M Sell
3,311
-8,017
-71% -$7.67M 0.05% 257
2025
Q3 		$8.64M Buy
11,328
+2,178
+24% +$1.62M 0.11% 145
2025
Q2 		$7.13M Buy
9,150
+2,580
+39% +$2M 0.1% 143
2025
Q1 		$5.43M Buy
6,570
+2,782
+73% +$2.31M 0.08% 146
2024
Q4 		$2.92M Buy
3,788
+453
+14% +$375K 0.05% 125
2024
Q3 		$2.95M Buy
3,335
+2,224
+200% +$2M 0.06% 125
2024
Q2 		$1.01M Sell
1,111
-31
-3% -$24.8K 0.02% 202
2024
Q1 		$888K Buy
+1,142
New +$813K 0.02% 158

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Vest Financial's LLY Position: Q3 2026 in Review

Vest Financial reduced its Eli Lilly (LLY) stake by 1.3% in Q3 2026, selling an estimated $227K and leaving 14,066 shares worth $16.3M. The position accounts for 0.17% of the portfolio, ranked #146.

Vest Financial first reported a position in LLY in Q1 2024 and has held it in 11 quarters since. The position peaked at $17.1M in Q2 2026. 3,244 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Vest Financial held 14,066 shares of Eli Lilly worth $16.3M as of Q3 2026.
  • Vest Financial sold 192 Eli Lilly shares in Q3 2026, an estimated $227K.
  • Eli Lilly made up 0.17% of Vest Financial's portfolio in Q3 2026, its #146 holding.
  • Vest Financial first reported a position in Eli Lilly in Q1 2024 and has held it in 11 quarters since.
  • Vest Financial's Eli Lilly position peaked at $17.1M in Q2 2026.
  • 3,244 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Vest Financial's 13F filing for Q3 2026, filed 21 Oct 2026.